+120.1%
MAR vs VRSN
+53.7%
+66.4%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.5% | -0.4% |
| 7D | +1.6% | +1.4% | +0.2% | +1.3% |
| 30D | +13.8% | +3.9% | +10.0% | +13.0% |
| 3M | +20.3% | +9.3% | +10.9% | +18.2% |
| 6M | +21.3% | +6.7% | +14.7% | +19.3% |
| YTD | +37.2% | +30.0% | +7.2% | +27.7% |
| 1Y | +48.4% | +26.0% | +22.4% | +39.4% |
| 3Y | +120.1% | +53.1% | +67.0% | +84.7% |
| All | +120.1% | +53.7% | +66.4% | +84.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded VRSN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling